See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,953 | $102,966-91.3% | $90,281-90.1% | $152,861-94.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.15% | 95.16%-82.0pp | 78.10%-65.0pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,010 | $3,139-36.0% | $2,854-29.6% | $4,762-57.8% |
| Participant deferral / active EE | $676 | $4,281-84.2% | $3,885-82.6% | $5,850-88.5% |
| Admin fee / account holder | $4,279 | $6,171-30.7% | $5,351-20.0% | $11,596-63.1% |